Transforming the Branch Experience
Brian Porter, Solutions Executive-Consumer Transaction Services, Diebold, Canton, OH
Conference attendees will not want to miss this year’s pre-conference work-shop. We will share with the audience a comprehensive examination of the branch transformation process that is underway and gaining momentum. How do members really want to interact with their financial institution? What trends are shaping an defining the branch of the future? You will be able to answer the question, “does the Apple Store mentality really work for everyone?”. How does a credit union strategically go about answering these questions?
We will be discussing the technological impact of branch transformation as it affects branch design, layout and size and how gaining operation efficiency will be critical for credit union’s success. How does mobility and mobile devices fit into this puzzle and how can it be leveraged to our advantage? Also the skills required for employees of the future will be examined and we will explore the differences of universal positions versus specialists positions and the pros and cons of each.
This is a collaborative workshop so the exchange of ideas is highly encouraged and welcomed.
This session is for all credit union leaders from all asset sizes and conference attendees who want and need to gain an edge on these game changing ideas. You will certainly benefit by making this your first stop of your conference experience.
FIRST TIME ATTENDEE ORIENTATION
We invite all conference first-time attendees to join us at this event. Meet the Technology Council executive committee and find out what our conference is all about.
WELCOME AND OPENING REMARKS
Sue Douglas, Chief Operations Officer, State ECU and Chair, CUNA Operations, Sales & Service Council
Heather Moshier, EVP Information Technology, San Diego County CU and Chair, CUNA Technology Council
Chip Heath, NY Times bestselling Author and professor at Stanford Graduate School of Business
Research in psychology has revealed that our decisions are disrupted by an array of biases and irrationalities: We’re overconfident. We seek out information that supports us and downplay information that doesn’t. We get distracted by short-term emotions. When it comes to making choices, it seems, our brains are flawed instruments. Unfortunately, merely being aware of these shortcomings doesn’t fix the problem, any more than knowing that we are near sighted helps us to see. The real question is: How can we do better?
In this session, Heath will introduce a four-step process designed to counteract these biases—a process based on an exhaustive study of the decision making literature. Along the way, Heath will share an array of fascinating stories, from a rock star’s ingenious decision-making trick to a CEO’s career-ending acquisition to a single question that can often resolve thorny personal decisions.
Heath will share the answers to critical questions like these: How can we stop the cycle of agonizing over our decisions? How can we make group decisions without destructive politics? And how can we ensure that we don’t overlook precious opportunities to change our course?
Audience members will walk away with fresh strategies and practical tools enabling them to make better choices. Because the right decision, at the right moment, can make all the difference.
Meet your Sponsors
Sponsored by TracFone Wireless
Open to all attendees.